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TAX SERVICES FORM W-4P WITHHOLDING ON PENSION & ANNUITY PAYMENTS DECEMBER 2012 CHICAGO (312) 368-0500 SCHERERVILLE, IN (219) 836-1065 www.legacycpas.com MINNEAPOLIS (952) 841-3950 DECEMBER 2012 LEGACY

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How to fill out form w-4p withholding on

How to Fill out Form W-4P Withholding on:

01

Start by providing your personal information, including your full name, address, and social security number. This helps the IRS identify the correct taxpayer.

02

Indicate your marital status by selecting the appropriate option: single, married filing jointly, married filing separately, or head of household.

03

If you are claiming any allowances, specify the number in the appropriate section. These allowances are used to calculate the amount of federal income tax to withhold from your payments.

04

Consider any additional amount you wish to withhold from each payment. This can help ensure that enough taxes are withheld to cover your tax liability and avoid penalties.

05

Determine if you qualify for exemption from withholding. In this case, you would need to meet specific criteria outlined by the IRS and indicate your exempt status on the form.

06

If you have multiple jobs or are married filing jointly with a working spouse, adjustments to your withholding might be necessary. The IRS provides a worksheet in the form instructions to help you calculate the correct amount.

07

Review the form for accuracy and make sure everything is filled out correctly. Double-check your calculations and information to avoid any errors or delays in processing.

08

Sign and date the form to certify the information provided is accurate to the best of your knowledge.

Who needs Form W-4P Withholding on?

01

Individuals who receive distributions from pensions, annuities, IRAs, or similar retirement plans may need to fill out Form W-4P to determine the amount of federal tax to withhold from these payments.

02

Pension and annuity payers typically require recipients to complete this form to ensure that the appropriate tax withholdings are made in compliance with IRS regulations.

03

If you have a retirement account and wish to manage your tax liability better or have experienced changes in your personal or financial situation, it is recommended to review and update your Form W-4P periodically. This ensures that you are withholding an accurate amount for federal income taxes.

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